Occidental Asset Management, LLC: 13F holdings
CIK 17709942026Q2
| Positions | 325 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 325 (+43 vs prior quarter) |
|---|
| Reported value | $1.0bn (+19.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 332,148 | $66.5m | 6.6% |
| AAPL APPLE INC | 183,367 | $53.1m | 5.3% |
| MSFT MICROSOFT CORP | 85,268 | $31.8m | 3.2% |
| SPIB SPDR SERIES TRUST | 842,398 | $28.2m | 2.8% |
| FLOT ISHARES TR | 520,622 | $26.6m | 2.6% |
| SPSB SPDR SERIES TRUST | 860,897 | $25.8m | 2.6% |
| GOOG ALPHABET INC | 63,241 | $22.3m | 2.2% |
| BNDC FLEXSHARES TR | 903,142 | $20.0m | 2.0% |
| SGOV ISHARES TR | 194,927 | $19.6m | 1.9% |
| FBND FIDELITY MERRIMACK STR TR | 430,900 | $19.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1770994")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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